CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.86M
3
+$3.06M
4
VMI icon
Valmont Industries
VMI
+$2.83M
5
BWA icon
BorgWarner
BWA
+$2.29M

Top Sells

1
+$2.46M
2
+$1.08M
3
+$854K
4
AAPL icon
Apple
AAPL
+$800K
5
HTO
H2O America
HTO
+$562K

Sector Composition

1 Technology 36.88%
2 Healthcare 14.71%
3 Consumer Staples 11.52%
4 Industrials 9.51%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$90.3K 0.03%
867
177
$89.8K 0.03%
694
178
$89.6K 0.03%
158
179
$89.2K 0.03%
560
180
$89K 0.03%
3,593
181
$88.4K 0.03%
504
182
$87.9K 0.03%
6,428
183
$87.1K 0.03%
2,014
-500
184
$86.2K 0.03%
300
185
$84.7K 0.03%
960
-300
186
$84.6K 0.03%
218
187
$84.4K 0.03%
110
188
$82.1K 0.02%
207
189
$81.8K 0.02%
746
+94
190
$80.9K 0.02%
1,087
-31
191
$80.8K 0.02%
700
192
$79.6K 0.02%
223
193
$79.2K 0.02%
177
194
$79K 0.02%
1,010
195
$78.6K 0.02%
1,140
196
$78.3K 0.02%
3,200
197
$77.9K 0.02%
250
198
$77.8K 0.02%
543
199
$77K 0.02%
146
200
$74.5K 0.02%
300
6 7
8
9 10